Posts Tagged ‘Infinite Banking’
The Marshall Family Bank: Why We Started a New Life Insurance Policy
Do you want to accumulate reserves and investible capital where it’s safe and liquid, so you have the cash to invest in the widest range of circumstances? Come behind the scenes as we talk about our Marshall Family Bank in real-time. Today, we’re talking about our recent whole life insurance policy conversion with a 1035…
Read MoreTMA on the Banking with Life Podcast
This week we have the pleasure of joining James Neathery on his podcast, Banking with Life. If you want to better understand the importance of life insurance as a foundational tool, and how it integrates into a family banking system…tune in now! Show Notes: 0:00 James Neathery introduces The Money Advantage team: Rachel Marshall, Lucas…
Read MoreFinancing with Infinite Banking
Why is financing with Infinite Banking better than paying cash? Today, we’re answering a listener question about the Infinite Banking Concept. And we’re going back to Nelson Nash’s book, Becoming Your Own Banker to explain the concept. So, if you want to better understand the Infinite Banking Concept and how it helps you make more…
Read MoreWhat Is a Modified Endowment Contract?
What is a Modified Endowment Contract, and what does it have to do with life insurance? If you’re using Infinite Banking as a savings tool, you want to avoid having your policy become a MEC. But what exactly are modified endowment contracts? How does it change the taxation on your life insurance policy? Why does…
Read MoreChurch Financing Alternatives
Like a business, churches and other non-profits have a need for financing. Today, we’re discussing options to keep the church financing in-house. So, if you want a strategic financing strategy that guarantees your church or other 501(c)3 would never lack the funding to accomplish the most important mission of all… tune in now! Funding Not-For-Profits…
Read MoreThe Ugly Truth About 10/90 Infinite Banking Policies – James Neathery
Want maximum immediate liquidity with an IBC policy? Planning to fund a 10/90 infinite banking policy and then take max loans to fund real estate? Are these double-dipping returns too good to be true? STOP. Listen to this first. The allure of making an IBC policy better than even the creator of the term IBC…
Read MoreAnswers to Your Money Questions, Part 3
We’re so thankful for the opportunity to answer your money questions and clear up your confusion. If you’re stuck, we want to help you make sense of the situation so you can move forward. Today, we’re continuing the conversation to answer questions from you—our audience. We want to help you on your quest to control…
Read More7702 Whole Life Insurance Dividends Update (2021) Part 2
Are you considering whole life insurance, but want to know more about the new products the life insurance companies have released in response to the 7702 changes in 2021? How a whole life dividend rate is computed? Is cash value life insurance improving? Well, the new products are finally here! Let’s dive into the 7702 whole…
Read More7702 Whole Life Insurance Updates
Are you considering whole life insurance, but want to know more about the new products the life insurance companies have released in response to the 7702 Whole Life Insurance updates in 2021? The new products are here. What does the 7702 tax code mean for whole life insurance? Tune in now to get the need-to-know…
Read MoreWhole Life Insurance Dividends and Interest Rates
How are whole life insurance dividends and interest rates faring in this low interest rate environment? Is today’s long stretch of low interest rates a bad sign for whole life insurance in the future? Today, we’re having a candid conversation about today’s interest rate environment, the impact on bond rates and prices, and how that…
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